Review & manage responses
Find sent forms and access submitted answers and files.
Review organizer answers
Review, edit, and manage clients' responses in organizers.
Work with client requests
Track and share client requests from a centralized view.
Track and manage intake document checklist
View, edit, filter and delete document checklists
Sync organizers answers with custom fields
Save time and reduce manual entry while keeping client profiles updated.
Work with organizers list
Manage and filter sent organizers to track progress and access submissions.
Actions with organizers
Submit, print, rename, archive.